Example: Using Global Rules to Set Multiple Attribute Values

This example creates a global rule, of type Set Attribute Value, that sets the values of three profile attributes.

For profiles that meet the specified filter conditions, the global rule runs before reconciliations are created for a period and sets the values of the following profile attributes:

  • Risk Rating - replace its value with that in the predicted attribute Risk Rating - Predicted, if the prediction confidence is equal to or greater than 95.
  • Process - update its value with that in the system attribute Balance Sheet, if the current value in Process is not null.
  • Account Type - copy value of the balance attribute Account Type - Loaded, if the value in Account Type is null.

Prerequisites

  • You are assigned the Service Administrator role
  • The following attributes exist:
    • Predicted attribute named Risk Rating - Predicted

      The confidence attribute associated with the predicted attribute is automatically created.

    • System attribute named Balance Sheet
    • Balance attribute named Account Type - Loaded

Steps to Create the Global Rule

  1. From the Home page, select Application, and then Configuration.
  2. Select the Global Rules tab.
  3. Select New to display the New Rule dialog.
  4. In the Properties tab:
    • In Name, enter gr_set_profile_attr_values.
    • In Rule, select Set Attribute Value.
    • Under Profile, select Before Copied to Period.
    • Select Enabled.
  5. In the Filter tab, click Create Condition to define the conditions under which the global rule runs. This rule runs for all valid profiles with Account between 1000 and 3999.
    This image shows the filter condition for a global rule that sets attribute values
    • In Condition, set the following values:
      • Source - Profile
      • Attribute - Valid
      • Operator - Equals
      • Value - Yes
    • Click Create Condition, and then set the following under Condition:
      • Conjunction - And
      • Source - Profile
      • Attribute - Account
      • Operator - Between
      • Value - 1000
      • And - 3999
  6. In the Attributes tab, click New to create the attribute whose values must be set. In this example, values of three profile attributes are set. The following image shows the attribute settings.
    This image shows the Attributes tab of a global rule that sets the values of multiple profile attributes.
  7. Select OK to save the global rule definition.